Services / (4) Automation + AI
Automation & Lead Routing
Quote requests, bookings and follow-ups handled by a pipeline instead of an inbox. Leads reach the right person in seconds, and nothing falls through the cracks on a busy week.
- Investment
- From $2,500
- Timeline
- 2–3 weeks
- Languages
- English / Español
Who it’s for
Owners and office managers spending hours a week moving enquiries between email, spreadsheets and a CRM.
What’s included
- Intake form and lead validation
- Routing rules by service, area and language
- Automated confirmations and follow-ups
- CRM filing and duplicate prevention
- Alerting when something breaks
You receive
- Live automation pipeline
- Routing rulebook
- Error alerts
- Hours-saved tracking
Process
How it runs.
Shadow
Watch how a lead moves today and time every manual step.
Design
Routing rules written in plain language and agreed with the team.
Build
Pipeline built, tested with real historical enquiries.
Measure
Hours saved and response times reported after 30 days.
Who it helps
Businesses like yours.
Quotes answeredbefore they shop again
Quote requests go to whoever answers first. We route each one to the right producer in minutes, with follow-ups that never forget a renewal.
Independent insurance agencies
An assistantthat books
The same twenty questions fill the front desk’s day, and after-hours enquiries are lost by morning. An assistant grounded in your policies answers and books around the clock.
Clinics, salons & appointment businesses
What tools do you use?
Whatever fits your stack — native integrations first, then n8n, Make or lightweight custom code.
What if it breaks?
Every pipeline alerts on failure and has a manual fallback, so a lead is never lost silently.